Sound View Wealth Advisors Group, LLC Purchases in Q4 2024

Sound View Wealth Advisors Group, LLC

  • $1.23 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
425K
+ 26.6%
$25.0 - $25.11 $10.6M - $10.7M
2.02M $50.7M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
299K
New
$24.5 - $25.72 $7.33M - $7.69M
299K $7.35M
TSLA
Tesla, Inc.

Consumer Cyclical
969
+ 2.23%
$213.65 - $479.86 $207K - $465K
44.5K $18M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
269K
+ 971.61%
$23.25 - $23.37 $6.26M - $6.29M
297K $6.92M
AAPL
Apple Inc.

Technology
154
+ 0.05%
$221.69 - $259.02 $34.1K - $39.9K
309K $77.4M
NVDA
Nvidia Corp

Technology
12.4K
+ 5.77%
$117.0 - $148.88 $1.46M - $1.85M
228K $30.6M
AVGO
Broadcom Inc.

Technology
2.73K
+ 5.47%
$159.67 - $250.0 $435K - $682K
52.6K $12.2M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
109K
+ 9.11%
N/A
1.31M $31M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
81.6K
+ 8.48%
$23.88 - $24.32 $1.95M - $1.98M
1.04M $25M
GOOG
Alphabet Inc.

Communication Services
180
+ 0.28%
$163.08 - $198.16 $29.4K - $35.7K
65.4K $12.5M
GOOGL
Alphabet Inc.

Communication Services
2.43K
+ 6.04%
$161.86 - $196.66 $394K - $478K
42.7K $8.09M
RTX
Raytheon Technologies Corp

Industrials
12.1K
+ 50.05%
$114.45 - $127.21 $1.39M - $1.54M
36.3K $4.2M
BYRN
Byrna Technologies Inc.

Industrials
355
+ 0.33%
$13.96 - $31.14 $4.96K - $11.1K
107K $3.08M
AFL
Aflac Inc

Financial Services
14.6K
+ 40.59%
$100.37 - $115.27 $1.47M - $1.69M
50.7K $5.25M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
25.1K
+ 3.25%
$29.73 - $30.81 $746K - $773K
797K $24.3M
STX
Seagate Technology Holdings PLC

Technology
13.8K
New
$86.31 - $112.64 $1.19M - $1.55M
13.8K $1.19M
AZN
Astrazeneca PLC

Healthcare
21.1K
+ 108.75%
$63.2 - $79.58 $1.34M - $1.68M
40.6K $2.66M
SYK
Stryker Corp

Healthcare
3.1K
+ 63.0%
$345.14 - $392.15 $1.07M - $1.22M
8.03K $2.89M
VTI
Vanguard Total Stock Market Et

ETFs
2.08K
+ 2.83%
$280.04 - $302.45 $582K - $628K
75.4K $21.9M
VGT
Vanguard Information Technolog

ETFs
220
+ 0.82%
$571.78 - $647.97 $126K - $143K
27.2K $16.9M
FCX
Freeport Mcmoran Inc

Basic Materials
29.7K
+ 565.3%
$38.08 - $50.82 $1.13M - $1.51M
35K $1.33M
TPG
Tpg Inc.

Financial Services
16.9K
New
$58.29 - $71.51 $984K - $1.21M
16.9K $1.06M
MU
Micron Technology Inc

Technology
12.7K
+ 391.67%
$84.16 - $113.41 $1.07M - $1.45M
16K $1.35M
XLK
Technology Sector Spdr

ETFs
3.02K
+ 8.21%
$220.26 - $241.44 $664K - $728K
39.7K $9.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
953
+ 2.46%
$521.84 - $558.82 $497K - $533K
39.7K $21.4M
VRT
Vertiv Holdings CO

Industrials
10.7K
New
N/A
10.7K $929K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
56.4K
+ 6.99%
$24.82 - $25.48 $1.4M - $1.44M
863K $21.5M
XEL
Xcel Energy Inc

Utilities
11.7K
+ 303.25%
$62.16 - $72.92 $730K - $856K
15.6K $1.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
133
+ 0.43%
$481.22 - $538.17 $64K - $71.6K
30.9K $15.8M
WCN
Waste Connections, Inc.

Industrials
4.2K
+ 69.86%
$171.06 - $193.25 $718K - $811K
10.2K $1.75M
MSFT
Microsoft Corp

Technology
3.34K
+ 3.84%
$406.35 - $454.46 $1.36M - $1.52M
90.3K $38.1M
VUG
Vanguard Growth ETF

ETFs
919
+ 9.79%
$378.79 - $428.11 $348K - $393K
10.3K $4.23M
EPD
Enterprise Products Partners L.P.

Energy
1.9K
+ 0.76%
$28.66 - $34.43 $54.5K - $65.4K
252K $7.91M
EMR
Emerson Electric CO

Industrials
115
+ 0.28%
$108.13 - $134.33 $12.4K - $15.4K
40.9K $5.07M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.96K
+ 8.2%
$126.68 - $134.74 $629K - $669K
65.5K $8.36M
GLD
Spdr Gold Trust

ETFs
2.03K
+ 16.06%
$236.59 - $257.5 $481K - $523K
14.7K $3.56M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.81K
+ 3.8%
$65.67 - $69.79 $513K - $545K
214K $14.3M
TJX
Tjx Companies Inc

Consumer Cyclical
3.33K
+ 23.46%
$112.15 - $127.2 $373K - $423K
17.5K $2.12M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
40.5K
+ 5.99%
$22.71 - $23.47 $920K - $951K
717K $16.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
433K
+ 217.04%
$26.93 - $84.95 $11.7M - $36.8M
633K $17.3M
CSCO
Cisco Systems, Inc.

Technology
1.87K
+ 4.35%
$52.45 - $60.02 $98.1K - $112K
44.9K $2.66M
IBDV
Ishares Tr

Technology
41.2K
+ 6.37%
$21.24 - $22.15 $874K - $912K
688K $14.7M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
45K
+ 6.92%
$20.28 - $21.2 $913K - $955K
696K $14.2M
BAC
Bank Of America Corp

Financial Services
945
+ 1.35%
$39.22 - $47.77 $37.1K - $45.1K
71.1K $3.13M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
867
+ 107.04%
$340.59 - $380.5 $295K - $330K
1.68K $613K
ADP
Automatic Data Processing Inc

Industrials
552
+ 5.46%
$280.08 - $307.97 $155K - $170K
10.7K $3.12M
TRGP
Targa Resources Corp.

Energy
1.76K
New
$150.58 - $207.69 $264K - $365K
1.76K $313K
DHI
Horton D R Inc

Consumer Cyclical
4.26K
+ 75.76%
$137.24 - $194.56 $585K - $830K
9.89K $1.38M
XLP
Consumer Staples Sector Spdr

ETFs
3.7K
+ 6.94%
N/A
56.9K $4.33M
Activity Summary
Buys All Purchases 226 New Holdings 20 Increased Positions 206 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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